Free Downloadable Resources from PatientLead Health

Each resource is designed to address specific healthcare challenges. Download what you need now, or grab the complete collection to build your advocacy skills step by step.

BriefMe™ Appointment Planner

Set your top goals for the visit and outline your biggest concerns. Use this to anchor your appointment so the conversation stays focused and productive.

PDF worksheet
Download

BriefMe™ Health Resume Builder

Summarize your health history, diagnoses, symptoms, treatments, and specialists seen. Bring this when you meet a new provider or need to give context fast.

PDF worksheet
Download

BriefMe™ Story Shaper

Practice describing one of your most important symptoms with clarity and confidence. Use “because” statements to tie your concern to your history.

PDF worksheet
Download

BriefMe™ Agenda Designer

Structure your appointments like business meetings. Use this form to guide the discussion, take notes, and ensure nothing gets skipped.

PDF worksheet
Download

BriefMe™ Conversation Framer

Use this to script tricky conversations, frame requests, and prepare for moments where you may need to rephrase or redirect the conversation.

PDF worksheet
Download

BriefMe™ Action Tracker

After your appointments, record what happened, what was decided, and what needs follow-up. Don’t rely on memory alone, track it here.

PDF worksheet
Download

BriefMe™ Bonus Power Tool

If an appointment left you feeling like you were dismissed, not heard, gaslighted, misunderstood, or otherwise just didn’t go as you had hoped, don’t despair. Work through it, using this tool.

PDF worksheet
Download

Need Personalized Support?

These free resources are just the beginning. When you’re ready for hands-on guidance, expert message drafting, or comprehensive case analysis, explore our professional advocacy services.

Explore Professional Services